We've refined our onboarding process over years of experience to ensure a smooth, predictable transition. Our approach is methodical yet flexible, designed to minimize disruption while maximizing the value you receive from day one.

This structured approach maps directly to a proven onboarding workflow: kickoff meeting → comprehensive assessment → tooling deployment → documentation collection → baseline configuration → go-live validation → establishment of ongoing service cadence.

Inside your Client Portal, you'll find our comprehensive master onboarding form. This intelligent form is designed to collect the essential information we need to serve you effectively, but we've built in flexibility because we understand that gathering everything takes time.

Good news: You don't need everything perfect on the first pass. You can submit the form multiple times as you gather items and information becomes available. Each submission helps us move forward progressively, and we'll work with whatever you can provide initially while you collect the remaining pieces.

The form uses smart logic to guide you through the process step-by-step, ensuring you don't miss critical information while avoiding overwhelming you with unnecessary questions. Your responses help us customize our approach to your specific needs and environment.

Below is a practical "Start Here" checklist you can begin collecting right now. These items will be uploaded through the onboarding workflow in the portal. Don't worry if you can't locate everything immediately—we'll work with what you have and help you identify gaps along the way.

To protect your organization from the most common security threats—including credential theft, phishing attacks, and unauthorized access—we require strong multi-factor authentication (MFA) for all users in your environment.

Multi-factor authentication dramatically reduces the risk of account compromise by requiring users to verify their identity through multiple independent factors. Even if a password is compromised through phishing or a data breach, MFA prevents unauthorized access.

Pro Tip: During onboarding, ensure your user roster includes accurate, up-to-date mobile phone numbers for all employees. This single step prevents the majority of identity verification delays and ensures employees can recover access quickly when needed.

We use centralized ticketing to ensure every request is properly tracked, routed to the right specialist, fully documented, and auditable. This approach protects both you and us, prevents requests from being lost or forgotten, and creates a valuable service history over time.

To keep requests from being lost, ensure proper accountability, and protect your organization, we don't rely on personal text messages, informal direct messages, or "drive-by" verbal requests for service work. Every request needs to flow through official channels to ensure it's properly tracked, prioritized, and completed.

We understand the temptation to send a quick text or mention something in passing, but these informal requests often get lost in the shuffle of daily communications. Using official channels ensures nothing falls through the cracks.

All employees who are onboarded into your environment will be automatically enrolled in our comprehensive security awareness training program. This industry-leading program is designed to transform your team into your strongest line of defense against cyber threats.

Security incidents increasingly target people rather than technology. Phishing attacks, social engineering, and credential theft rely on tricking users into making mistakes. Our training program addresses this human element by building security awareness into your organizational culture.

Your organization is strongly encouraged to adopt and actively support employee participation in the program. Leadership endorsement significantly increases engagement and reinforces that security is everyone's responsibility.

Inside your Client Portal, you'll discover the Planner—a powerful communication and project management view that provides complete transparency into your technology initiatives and continuous improvement efforts.

The Planner is more than just a to-do list. It's your live window into the intersection of technology and business objectives, helping you understand what we're working on, why it matters, and how it aligns with your organizational goals.

The Planner stays synchronized with our internal service delivery system in real-time, which means the information you see is always current and accurate. No more wondering "What happened with that project we discussed?" or "Where do we stand on that security initiative?"—the Planner provides instant visibility.